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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Shaw is a financial advisor with Edelman Financial Engines. Peter has been in the financial industry for over 10 years. Peter is registered to provide investment advice in the states of Georgia and Texas. Before joining Edelman Financial Engines, Peter worked with various firms such as OSAIC WEALTH, INC., Fidelity Brokerage Services LLC, WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and E*TRADE SECURITIES LLC. Peter holds the Series 66, Series 7, and SIE licenses and has completed the Uniform Combined State Law Examination, General Securities Representative Examination, and Securities Industry Essentials Examination.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees & related svcs; reimbursements for printed materials
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2
GA
12/05/2023 - Present
Edelman Financial Engines (Decatur GA)
AZ
08/31/2023 - 11/03/2023
OSAIC WEALTH, INC. (SCOTTSDALE AZ)
FL
11/13/2021 - 04/07/2023
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
GA
01/25/2021 - 09/24/2021
WELLS FARGO CLEARING SERVICES, LLC (ATLANTA GA)
GA
09/16/2019 - 05/22/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
02/09/2017 - 02/27/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
06/02/2016 - 01/09/2017
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
02/02/2016 - 05/02/2016
SIGMA FINANCIAL CORPORATION (Duluth GA)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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